Revolve Wealth Partners, LLC
- SEC CIK
- 0001808992
- 最新申報
- 2026/7/9
2024 年第 3 季持倉
持倉截至 2024/9/30，2024/10/18 申報。只含多頭部位，變化是跟 2024 年第 2 季比股數。
- 持股檔數
- 191
- 較 2024 年第 2 季 +15
- 總值
- $6.55 億
- 較 2024 年第 2 季 +$4,796 萬 (+7.9%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 373,133 | $1.06 億 | 16.1% | −1,310−0.3% | 減碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 531,727 | $4,150 萬 | 6.3% | +10,224+2.0% | 加碼 | – |
| Alpha Architect ETF Tr02072L201 | INTL QUAN VALUE | 1,230,608 | $3,173 萬 | 4.8% | +47,637+4.0% | 加碼 | – |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 1,047,298 | $2,751 萬 | 4.2% | +61,340+6.2% | 加碼 | – |
| RBB FD Inc74933W452 | F/M US TREASURY | 480,576 | $2,405 萬 | 3.7% | −18,195−3.6% | 減碼 | – |
| Alpha Architect ETF Tr02072L409 | US QUAN MOMENTUM | 370,792 | $2,380 萬 | 3.6% | −690−0.2% | 減碼 | – |
| Alpha Architect ETF Tr02072L771 | SPARKLINE INTANG | 700,279 | $2,120 萬 | 3.2% | +12,187+1.8% | 加碼 | – |
| Cambria ETF Tr132061201 | SHSHLD YIELD ETF | 291,062 | $2,106 萬 | 3.2% | +7,889+2.8% | 加碼 | – |
| SPDR Series Trust78468R721 | STATE STREET SPD | 411,400 | $1,927 萬 | 2.9% | +40,351+10.9% | 加碼 | – |
| Schwab International Equity ETF808524805 | ETF | 424,880 | $1,747 萬 | 2.7% | +11,573+2.8% | 加碼 | – |
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 220,005 | $1,728 萬 | 2.6% | +2,337+1.1% | 加碼 | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 342,877 | $1,629 萬 | 2.5% | +29,397+9.4% | 加碼 | – |
| AAPLApple Inc. | Stock | 64,162 | $1,495 萬 | 2.3% | +5,116+8.7% | 加碼 | 歷史 |
| WisdomTree Tr97717X131 | INTL QULTY DIV | 359,706 | $1,408 萬 | 2.2% | +11,245+3.2% | 加碼 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 121,935 | $1,270 萬 | 1.9% | +2,957+2.5% | 加碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 112,204 | $1,219 萬 | 1.9% | −510.0% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 26,175 | $1,126 萬 | 1.7% | +2,636+11.2% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 18,346 | $1,058 萬 | 1.6% | −152−0.8% | 減碼 | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 106,527 | $1,022 萬 | 1.6% | +3,610+3.5% | 加碼 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 147,533 | $1,001 萬 | 1.5% | −22,286−13.1% | 減碼 | – |
| VanEck ETF Trust92189H409 | HIGH YLD MUNIETF | 180,309 | $956.9 萬 | 1.5% | +3,303+1.9% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 75,199 | $913.2 萬 | 1.4% | −2,013−2.6% | 減碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E719 | BLOO EN ANGE ETF | 298,259 | $553.0 萬 | 0.8% | +27,508+10.2% | 加碼 | – |
| AMGNAmgen Inc | Stock | 16,673 | $537.2 萬 | 0.8% | −275−1.6% | 減碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 13,940 | $535.2 萬 | 0.8% | +493+3.7% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 8,581 | $491.2 萬 | 0.8% | +7+0.1% | 加碼 | 歷史 |
| iShares Tr464288885 | EAFE GRWTH ETF | 44,939 | $483.8 萬 | 0.7% | −544−1.2% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 24,059 | $448.3 萬 | 0.7% | −17,657−42.3% | 減碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 83,832 | $442.7 萬 | 0.7% | +20,408+32.2% | 加碼 | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 63,103 | $408.5 萬 | 0.6% | +1,123+1.8% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 6,349 | $364.3 萬 | 0.6% | +262+4.3% | 加碼 | 歷史 |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 39,059 | $324.5 萬 | 0.5% | −775−1.9% | 減碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 10,959 | $289.1 萬 | 0.4% | −588−5.1% | 減碼 | – |
| CLColgate Palmolive Co | Stock | 25,786 | $267.7 萬 | 0.4% | +598+2.4% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 12,481 | $263.2 萬 | 0.4% | +1,912+18.1% | 加碼 | 歷史 |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 48,980 | $252.2 萬 | 0.4% | −1,854−3.6% | 減碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 5,081 | $248.0 萬 | 0.4% | −499−8.9% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 5,387 | $247.9 萬 | 0.4% | +430+8.7% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 4,659 | $245.8 萬 | 0.4% | +501+12.0% | 加碼 | – |
| UNHUnitedHealth Group Inc | Stock | 4,195 | $245.3 萬 | 0.4% | +242+6.1% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 8,894 | $244.5 萬 | 0.4% | +340+4.0% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 14,424 | $239.2 萬 | 0.4% | −171−1.2% | 減碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 10,802 | $238.6 萬 | 0.4% | −38−0.4% | 減碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 20,275 | $237.1 萬 | 0.4% | −1,248−5.8% | 減碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 6,294 | $236.3 萬 | 0.4% | −523−7.7% | 減碼 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 4,033 | $229.7 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 24,989 | $211.2 萬 | 0.3% | −1,956−7.3% | 減碼 | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 28,302 | $205.6 萬 | 0.3% | −8,977−24.1% | 減碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 32,884 | $204.9 萬 | 0.3% | −1,940−5.6% | 減碼 | – |
| MAMastercard Inc | Stock | 4,086 | $201.7 萬 | 0.3% | −206−4.8% | 減碼 | 歷史 |
| Dimensional ETF Trust25434V690 | INTERNATIONAL | 53,511 | $191.2 萬 | 0.3% | +5,878+12.3% | 加碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 8,021 | $190.3 萬 | 0.3% | −1,530−16.0% | 減碼 | – |
| Nushares ETF Tr67092P201 | NUVEEN ESG LRGCP | 22,885 | $189.1 萬 | 0.3% | +738+3.3% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 10,954 | $183.1 萬 | 0.3% | +1,182+12.1% | 加碼 | 歷史 |
| iShares Tr464288570 | ESG MSCI KLD ETF | 16,549 | $180.0 萬 | 0.3% | +606+3.8% | 加碼 | – |
| JNJJohnson & Johnson | Stock | 10,440 | $169.2 萬 | 0.3% | +4,840+86.4% | 加碼 | 歷史 |
| iShares Tr464288877 | EAFE VALUE ETF | 27,398 | $157.6 萬 | 0.2% | −318−1.1% | 減碼 | – |
| SHOPShopify Inc. | Stock | 17,347 | $139.0 萬 | 0.2% | −1,408−7.5% | 減碼 | 歷史 |
| Nushares ETF Tr67092P300 | NUVEEN ESG LRGVL | 33,232 | $138.6 萬 | 0.2% | +2,866+9.4% | 加碼 | – |
| AMDAdvanced Micro Devices Inc | Stock | 8,049 | $132.1 萬 | 0.2% | +799+11.0% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 1,431 | $126.8 萬 | 0.2% | +30+2.1% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 7,241 | $124.9 萬 | 0.2% | −79−1.1% | 減碼依 10 比 1 拆股換算 | 歷史 |
| PGProcter & Gamble Co | Stock | 7,053 | $122.2 萬 | 0.2% | +478+7.3% | 加碼 | 歷史 |
| Ea Series Trust02072L565 | ALPHA ARCH 1-3 | 11,177 | $121.8 萬 | 0.2% | +5,787+107.4% | 加碼 | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 7,250 | $121.6 萬 | 0.2% | +300+4.3% | 加碼 | – |
| iShares Tr464288323 | NEW YORK MUN ETF | 21,782 | $118.3 萬 | 0.2% | +1,964+9.9% | 加碼 | – |
| TSLATesla, Inc. | Stock | 4,386 | $114.7 萬 | 0.2% | −20.0% | 減碼 | 歷史 |
| Nushares ETF Tr67092P607 | NUVEEN ESG SMLCP | 26,210 | $112.3 萬 | 0.2% | +2,697+11.5% | 加碼 | – |
| RBB FD Inc74933W460 | US TRSRY 6 MNTH | 21,928 | $110.1 萬 | 0.2% | +5,654+34.7% | 加碼 | – |
| American Centy ETF Tr025072299 | AVAN RE INTL ETF | 17,443 | $105.7 萬 | 0.2% | +1,502+9.4% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 8,975 | $105.2 萬 | 0.2% | +422+4.9% | 加碼 | 歷史 |
| iShares Tr46436E759 | ESG EAFE ETF | 14,529 | $104.7 萬 | 0.2% | +1,259+9.5% | 加碼 | – |
| BXBlackstone Inc. | COM | 6,626 | $101.5 萬 | 0.2% | +1,390+26.5% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 2,497 | $101.2 萬 | 0.2% | −60−2.3% | 減碼 | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 19,785 | $101.1 萬 | 0.2% | +554+2.9% | 加碼 | – |
| Nushares ETF Tr67092P409 | NUVEEN ESG MIDCP | 21,919 | $98.2 萬 | 0.2% | +1,497+7.3% | 加碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 4,489 | $88.9 萬 | 0.1% | +1,281+39.9% | 加碼 | – |
| Nushares ETF Tr67092P508 | NUVEEN ESG MIDVL | 24,056 | $88.6 萬 | 0.1% | +1,528+6.8% | 加碼 | – |
| COSTCostco Wholesale Corp | Stock | 993 | $88.0 萬 | 0.1% | +1+0.1% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 5,014 | $85.4 萬 | 0.1% | −45−0.9% | 減碼 | 歷史 |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 7,188 | $84.3 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 6,315 | $83.5 萬 | 0.1% | 00.0% | 不變 | – |
| ABBVAbbVie Inc. | Stock | 4,215 | $83.2 萬 | 0.1% | +1,081+34.5% | 加碼 | 歷史 |
| iShares Tr464288158 | SHRT NAT MUN ETF | 7,827 | $83.1 萬 | 0.1% | −50−0.6% | 減碼 | – |
| NOWServiceNow, Inc. | Stock | 847 | $75.8 萬 | 0.1% | −77−8.3% | 減碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 2,972 | $73.3 萬 | 0.1% | +2,026+214.2% | 加碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 9,434 | $70.9 萬 | 0.1% | −5,981−38.8% | 減碼 | 歷史 |
| AXPAmerican Express Co | Stock | 2,589 | $70.2 萬 | 0.1% | +1,307+102.0% | 加碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 1,342 | $69.5 萬 | 0.1% | −17−1.3% | 減碼 | 歷史 |
| Dimensional ETF Trust25434V815 | US SMALL CAP ETF | 22,360 | $68.9 萬 | 0.1% | 00.0% | 不變 | – |
| MUMicron Technology Inc | Stock | 6,607 | $68.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 2,779 | $67.7 萬 | 0.1% | +336+13.8% | 加碼 | – |
| WMTWalmart Inc. | Stock | 8,364 | $67.5 萬 | 0.1% | −141−1.7% | 減碼 | 歷史 |
| BACBank of America Corp | Stock | 15,944 | $63.3 萬 | 0.1% | +2,679+20.2% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 4,239 | $62.4 萬 | 0.1% | +976+29.9% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 879 | $62.3 萬 | 0.1% | −42−4.6% | 減碼 | 歷史 |
| HONHoneywell International Inc | COM | 3,015 | $62.3 萬 | 0.1% | +1,574+109.2% | 加碼 | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 13,509 | $62.0 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 6,083 | $61.6 萬 | 0.1% | +508+9.1% | 加碼 | – |
| KOCoca Cola Co | Stock | 8,502 | $61.1 萬 | 0.1% | +331+4.1% | 加碼 | 歷史 |
選擇權（2 檔）
同一份申報裡的賣權（put）與買權（call）。金額是標的股票的市值，也就是 13F 申報的數字。
2024 年第 2 季之後清倉（9 檔）
2024 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 2 季股數 | 2024 年第 2 季市值 | 2024 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| GBCIGlacier Bancorp, Inc. | COM | 9,915 | $37.0 萬 | 0.1% | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 2,856 | $36.3 萬 | 0.1% | – |
| Schwab Fundamental Emerging Markets Equity ETF808524730 | ETF | 12,273 | $36.3 萬 | 0.1% | – |
| INTCIntel Corp | Stock | 8,574 | $26.6 萬 | <0.1% | 歷史 |
| AMATApplied Materials Inc | Stock | 994 | $23.5 萬 | <0.1% | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 2,471 | $22.5 萬 | <0.1% | – |
| BABoeing Co | Stock | 1,177 | $21.4 萬 | <0.1% | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 936 | $21.2 萬 | <0.1% | – |
| PYPLPayPal Holdings, Inc. | Stock | 2,867 | $16.6 萬 | <0.1% | 歷史 |